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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Overview Fund Activity

88 hedge funds and large institutions have $128M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
49
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$4.68M
2
CVA
Central Valley Advisors
California
+$4.35M
3
CIM
Confluence Investment Management
Missouri
+$2.84M
4
NA
NewEdge Advisors
Louisiana
+$2.03M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$1.38M

Top Sellers

1
KCM
Kathmere Capital Management
Pennsylvania
-$5.64M
2
Ameriprise
Ameriprise
Minnesota
-$4.11M
3
Goldman Sachs
Goldman Sachs
New York
-$1.56M
4
Jane Street
Jane Street
New York
-$1.09M
5
HNB
Huntington National Bank
Ohio
-$633K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$11.3M +$1.1M +48,357 +11%
HBT
2
Hills Bank & Trust
Iowa
$7.29M +$259K +11,380 +4%
CIM
3
Confluence Investment Management
Missouri
$5.35M +$2.84M +124,926 +113%
LPL Financial
4
LPL Financial
California
$4.85M +$879K +38,654 +22%
Invesco
5
Invesco
Georgia
$4.81M +$553K +24,308 +13%
Bank of America
6
Bank of America
North Carolina
$4.72M +$461K +20,261 +11%
OMC
7
Old Mission Capital
Illinois
$4.68M +$4.68M +205,822 New
CVA
8
Central Valley Advisors
California
$4.35M +$4.35M +191,098 New
KCM
9
Kathmere Capital Management
Pennsylvania
$4.05M -$5.64M -248,082 -58%
AWM
10
Avior Wealth Management
Nebraska
$3.78M +$842K +37,048 +29%
AUB
11
Atlantic Union Bankshares
Virginia
$3.43M +$330K +14,516 +11%
Morgan Stanley
12
Morgan Stanley
New York
$3.32M +$168K +7,402 +5%
Raymond James Financial
13
Raymond James Financial
Florida
$3.32M +$292K +12,833 +10%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.29M +$201K +8,838 +7%
NA
15
NewEdge Advisors
Louisiana
$3.13M +$2.03M +89,215 +185%
VA
16
VestGen Advisors
Illinois
$3.01M +$3.01M +132,258 New
Ameriprise
17
Ameriprise
Minnesota
$2.97M -$4.11M -181,107 -58%
KFI
18
Key Financial Inc
Pennsylvania
$2.65M – – –
HighTower Advisors
19
HighTower Advisors
Illinois
$2.58M +$34.4K +1,512 +1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.58M +$482K +21,198 +23%
PWP
21
Precedent Wealth Partners
Texas
$2.49M +$828K +36,421 +50%
UBS Group
22
UBS Group
Switzerland
$2.32M +$237K +10,434 +11%
SFG
23
Sterling Financial Group
California
$2.11M +$46.3K +2,037 +2%
Jane Street
24
Jane Street
New York
$2.07M -$1.09M -47,730 -34%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.02M +$540K +23,762 +36%
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